Customer Success Cloud AI Agent Invocable Action Reference

csag_ActionViewPlaybooks

Display a list of playbook based on the playbook start date, end date, and what records the playbook is related to.

PropertyValue
LabelView Playbooks
CategorySuccess Management
SinceSummer 2025
Read-onlyYes
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsplaybooks, view, list

Request Parameters

FieldTypeLabelDescriptionRequired
ParentIdsList<Id>ParentIdsA list of parent record IDs the playbook can be related to. If the list is empty then playbooks related to any parent record as well as unparented playbooks are returned.No
RecordIdsList<Id>RecordIdsA list of specific playbook record IDs to filter by. When provided, only these playbooks are returned, subject to the other filters. Use this to view specific playbooks, for example after resolving a playbook name to its ID. If the list is empty then playbooks are not filtered by record ID.No
StartDateDateStartDateA single start date to filter playbooks. The start date is the start of the range where playbooks either have a start date on or after this value OR have an end date on or after this value.No
EndDateDateEndDateA single end date to filter playbooks. The end date is the end of the range where playbooks either have a start date on or before this value OR have a end date on or before this value.No

Response Parameters

FieldTypeLabelDescriptionRequired
PlaybooksList<csc__Playbook__c>PlaybooksA list of the Playbooks that meet the search criteria.Yes
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